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BlackRock LifePath® Dyn 2055 R LPVRX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 19.20  /  −0.16 %
  • Total Assets 142.3 Mil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.41%
  • Turnover 3%

USD | NAV as of May 29, 2024 | 1-Day Return as of May 29, 2024, 12:18 AM GMT+0

Morningstar’s Analysis LPVRX

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BlackRock LifePath Dynamic Target-Date Series Adds a Portfolio Manager, Ratings Unchanged

null Ben Sater

Ben Sater

Analyst Note

On April 29, 2024, BlackRock added Michael Pensky as a portfolio manager of its LifePath Dynamic target-date mutual fund series, joining existing managers Phil Green and Chris Chung. Pensky, who is part of the firm’s global tactical asset allocation team, has been a principal contributor to the series since it was revamped in November 2016. Based out of San Francisco, he works closely with BlackRock’s systematic active equity and bond teams, which manage portions of the series’ underlying strategies.

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Portfolio Holdings LPVRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 86.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mip Active Stock Master

58.26 77.2 Mil

BlackRock Cash Funds Treasury SL Agency

17.05 22.6 Mil
Cash and Equivalents

Mip International Tilts Master Portfolio

13.55 18.0 Mil

BlackRock Tactical Opportunities K

3.42 4.5 Mil

iShares Developed Real Estate Idx K

3.31 4.4 Mil

AUD/USD Purchased

3.08 4.1 Mil
Derivative

BlackRock Advantage Emerging Mkts K

3.03 4.0 Mil

iShares MSCI EAFE Small-Cap ETF

2.70 3.6 Mil

CAD/USD Purchased

2.38 3.2 Mil
Derivative

EUR/USD Purchased

1.93 2.6 Mil
Derivative